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Eric Jose Medina
ERIC J MEDINA
CRD#: 1421224
IA
B
IP FINANCIAL ADVISORY SERVICES LLCCRD#: 305772 19252 South Blackhawk Parkway
Unit 75
Mokena, IL 60448
Unit 75
Mokena, IL 60448
INNOVATION PARTNERS LLCCRD#: 146344 19252 South Blackhawk Parkway
Unit 75
Mokena, IL 60448
Unit 75
Mokena, IL 60448
0
Disclosures
36
Years of Experience
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State Registrations
B
Illinois 1/27/2020
B
Indiana 12/10/2019
IA
Illinois 1/27/2020
IA
Indiana 12/10/2019
SRO Registrations
B
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B
Registered with this firm since 12/10/2019
IA
Registered with this firm since 12/10/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/07/2020 - 01/07/2020 | CHARLOTTE, NC | |
IA | 10/11/2016 - 12/19/2019 | Mokena, IL | |
B | 10/11/2016 - 12/19/2019 | MOKENA, IL | |
IA | 12/02/2013 - 10/03/2016 | CHICAGO, IL | |
B | 12/02/2013 - 10/03/2016 | CHICAGO, IL | |
IA | 08/29/2012 - 12/16/2013 | ORLAND PARK, IL | |
B | 09/12/2012 - 12/16/2013 | ORLAND PARK, IL | |
IA | 08/17/2010 - 04/06/2011 | CINCINNATI, OH | |
B | 08/17/2010 - 04/06/2011 | CINCINNATI, OH | |
IA | 10/22/2004 - 04/20/2009 | MERRILLVILLE, IN | |
B | 10/22/2004 - 04/20/2009 | MERRILLVILLE, IN | |
B | 01/23/2002 - 11/02/2004 | SAN FRANCISCO, CA | |
B | 12/18/2001 - 03/04/2002 | COLUMBUS, OH | |
B | 03/09/1999 - 12/11/2001 | SAN FRANCISCO, CA | |
B | 09/12/1995 - 03/09/1999 | RED BANK, NJ | |
B | 05/20/1988 - 09/12/1995 | ST. LOUIS, MO | |
B | 12/04/1987 - 05/20/1988 | ||
B | 01/16/1986 - 11/30/1987 | ||
B | 09/24/1987 - 11/09/1987 | ||
B | 10/24/1985 - 02/26/1986 |
12/04/1987 - 05/20/1988
09/24/1987 - 11/09/1987
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.